Intermatic Cash Accumulation Plan — Form 5500 plan (Intermatic Incorporated)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Intermatic Cash Accumulation Plan is a benefit plan reported by Intermatic Incorporated under EIN 36-1265490 and plan number 002. The latest loaded filing year is 2023. The filing reports 224 participants and $40,179,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intermatic Incorporated
- EIN
- 36-1265490
- Plan number
- 002
- Plan type
- 2
- Location
- Libertyville, IL
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $40,179,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20240805140252NAL0002430464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,179,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,179,215
- Net assets (BOY)
- $35,395,750
Income & contributions
- Employer contributions
- $483,828
- Participant contributions
- $1,335,292
- Total contributions
- $1,820,403
- Total income / additions
- $7,200,103
Expenses & distributions
- Benefits paid
- $2,359,478
- Administrative expenses
- $32,320
- Total expenses
- $2,416,638
- Net increase / (decrease)
- $4,783,465
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $0 | $0 | 2023 |